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Ntawv loj Dreamstime JP Morgan ntseeg tias ob daim ntawv ntim khoom tuaj yeem ua tau zoo txawm tias qhov kev cia siab rau kev lag luam huab tau softens.Hnub Wednesday, tus kws tshuaj ntsuam xyuas semiconductor Harlan Sur tau hais rau cov tub ua lag luam tias qhov chaw lag luam tsis muaj zog yuav cuam tshuam rau kev siv thev naus laus zis los ntawm cov neeg muag khoom huab-xws li xyoo tom ntej. Sur tau sau tseg tias nws lub tuam txhab pab pawg kho vajtse tsis ntev los no tau txo qis nws 2023 kev loj hlob kev kwv yees rau huab datacenter peev siv rau 10% los ntawm 14%."Qhov kev hloov kho tsis zoo cuam tshuam txog kev qeeb qeeb hauv ntiaj teb macro," nws tau sau hauv tsab ntawv tshawb fawb. "Tab sis peb txuas ntxiv ntseeg tias huab cua infrastructure (tshwj xeeb tshaj yog huab sib txuas lus / ASIC) tsom rau cov neeg xa khoom xws li Marvel Technology (Tus zuam: MRVL ) thiab Broadcom ( AVGO ) yuav tsum nyob twj ywm nyob rau hauv kev muab lub zog rau cov tswv yim kev siv nyiaj pib. " ASICs yog daim ntawv thov tshwj xeeb kev sib koom ua ke, tshwj xeeb ua cov chips.Cov ntawv xov xwm sau npe Lub Barron Hnub Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.Hur tau hais tias thaum lub lag luam huab cua tag nrho yuav qeeb, nws tseem cia siab tias thaj chaw tshwj xeeb yuav loj hlob sai dua - suav nrog datacenter keyboards thiab datacenter optical khoom. Tias yog vim li cas nws xav tias Marvell yuav vam meej mus rau xyoo tom ntej nrog nws cov khoom hloov pauv huab, thaum Broadcom yuav tsum tau txais txiaj ntsig los ntawm kev thov muaj zog rau nws cov keyboards thiab huab datacenter ASIC chips.Nws tau sau tias "Marvell thiab Broadcom zoo nyob rau hauv kev nthuav dav tag nrho kev lag luam semiconductor," nws sau.Sur muaj qhov ntsuas qhov hnyav ntawm Marvell Tshuag nrog $ 85 lub hom phiaj. Tam sim no nws tsis muaj qhov ntsuas ntawm Broadcom; nws poob kev pab cuam tom qab nws tau tshaj tawm nyob rau lub Tsib Hlis tias JP Morgan tab tom ua tus kws pab tswv yim nyiaj txiag rau VMware (VMW) txuas nrog muag rau Broadcom. Broadcom Tshuag tau nce 1% rau $ 493.66 rau hnub Wednesday, thaum Marvel Tshuag tau nce 3.6% rau $ 46.90.Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
JP Morgan ntseeg tias ob daim ntawv ntim khoom tuaj yeem ua tau zoo txawm tias qhov kev cia siab rau kev lag luam huab tau softens.
Hnub Wednesday, tus kws tshuaj ntsuam xyuas semiconductor Harlan Sur tau hais rau cov tub ua lag luam tias qhov chaw lag luam tsis muaj zog yuav cuam tshuam rau kev siv thev naus laus zis los ntawm cov neeg muag khoom huab-xws li xyoo tom ntej. Sur tau sau tseg tias nws lub tuam txhab pab pawg kho vajtse tsis ntev los no tau txo qis nws 2023 kev loj hlob kev kwv yees rau huab datacenter peev siv rau 10% los ntawm 14%.
"Qhov kev hloov kho tsis zoo cuam tshuam txog kev qeeb qeeb hauv ntiaj teb macro," nws tau sau hauv tsab ntawv tshawb fawb. "Tab sis peb txuas ntxiv ntseeg tias huab cua infrastructure (tshwj xeeb tshaj yog huab sib txuas lus / ASIC) tsom rau cov neeg xa khoom xws li
Marvel Technology (Tus zuam:
MRVL ) thiab
Broadcom (
AVGO ) yuav tsum nyob twj ywm nyob rau hauv kev muab lub zog rau cov tswv yim kev siv nyiaj pib. " ASICs yog daim ntawv thov tshwj xeeb kev sib koom ua ke, tshwj xeeb ua cov chips.
Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.
Hur tau hais tias thaum lub lag luam huab cua tag nrho yuav qeeb, nws tseem cia siab tias thaj chaw tshwj xeeb yuav loj hlob sai dua - suav nrog datacenter keyboards thiab datacenter optical khoom. Tias yog vim li cas nws xav tias Marvell yuav vam meej mus rau xyoo tom ntej nrog nws cov khoom hloov pauv huab, thaum Broadcom yuav tsum tau txais txiaj ntsig los ntawm kev thov muaj zog rau nws cov keyboards thiab huab datacenter ASIC chips.
Nws tau sau tias "Marvell thiab Broadcom zoo nyob rau hauv kev nthuav dav tag nrho kev lag luam semiconductor," nws sau.
Sur muaj qhov ntsuas qhov hnyav ntawm Marvell Tshuag nrog $ 85 lub hom phiaj. Tam sim no nws tsis muaj qhov ntsuas ntawm Broadcom; nws poob kev pab cuam tom qab nws tau tshaj tawm nyob rau lub Tsib Hlis tias JP Morgan tab tom ua tus kws pab tswv yim nyiaj txiag rau
VMware (VMW) txuas nrog muag rau Broadcom.
Broadcom Tshuag tau nce 1% rau $ 493.66 rau hnub Wednesday, thaum Marvel Tshuag tau nce 3.6% rau $ 46.90.
Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
Tau qhov twg los: https://www.barrons.com/articles/chip-stocks-broadcom-marvell-51663786345?siteid=yhoof2&yptr=yahoo